Rick Williams

Precise Advice Financial Services Pty Ltd

Silver
27 Yrs Experience
Keysborough, VIC 3173
We work with you to develop strategies to assist you to manage your financial affairs so that you can meet your lifestyle goals. Whatever your stage of life we assist you to develop a financial plan that makes the most of your finances. We help you to review all relevant aspects of your financial situation across a broad range of financial planning activities to provide you with comprehensive solutions and peace of mind. We take the time to walk you through every step of the way, explaining everything clearly and in plain language helping you to make educated and informed decisions about your financial future. We have been providing financial solutions for people just like you for over 25 years.

Expertise

  • Insurance Protection

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Precise Advice Financial Services Pty Ltd

27 Keysborough Cl
Keysborough, VIC 3173

Licensed by

Precise Advice Financial Services Pty Ltd

AFSL 229986

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Rick is a true professional who know his stuff. He has a amazing amount of knowledge in the life insurance sector. I have recommended him to my friends and he has not let us down."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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